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Blog Global Chip Shortage: The Winners and Losers Global Chip Shortage: The Winners and Losers We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.
Economic and Market Commentary Navigating the Growth Rebound(video) Navigating the Growth Rebound The global economy has moved from a late-cycle to an early-cycle environment in less than a year. Positioning portfolios today means taking advantage of new cycle opportunities – in select equities, credit, and emerging markets – while defending against the risks that remain. More from this Asset Allocation Outlook
Asset Allocation Outlook Early Cycle Investing: Navigating the Growth Rebound Early Cycle Investing: Navigating the Growth Rebound We see opportunities to invest for economic recovery, while maintaining an emphasis on resilient portfolios.
Economic and Market Commentary The Bolstering Effect of Fixed Income(video) The Bolstering Effect of Fixed Income Fixed income continues to play a crucial role in portfolios, diversifying equity risk—and active management across the array of fixed income assets can help maximize returns in a low-yield environment.
Economic and Market Commentary Dislocations in an Era of Disruption(video) Dislocations in an Era of Disruption Distinguishing between the short-term dislocations that emerged in the first half of 2020, and the longer-term, more structural impacts to the market is key to investing in today’s markets.
Geraldine Sundstrom Portfolio Manager, Asset Allocation Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Sundstrom is a managing director and portfolio manager in the London office, focusing on asset allocation strategies. Prior to joining PIMCO in 2015, she was a partner and portfolio manager at Brevan Howard, where she led the Emerging Markets Strategies Fund. Previously, she was a portfolio manager at Moore Capital Management. Earlier in her career, Ms. Sundstrom held senior research roles with Citigroup Global Investments and Pareto Partners. She has 25 years of investment experience and holds a master's degree in finance from Birkbeck College at London University and two degrees from Universite Paris Dauphine.
